The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 325 565 SH   SOLE   0 0 565
ALPHABET INC CAP STK CL A 02079K305 337 126 SH   SOLE   0 0 126
AMAZON COM INC COM 023135106 4,895 1,490 SH   SOLE   523 0 967
ARGENX SE SPONSORED ADR 04016X101 4,654 15,410 SH   SOLE   8,814 0 6,596
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 6,586 105,491 SH   SOLE   59,757 0 45,734
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 3,705 23,242 SH   SOLE   8,697 0 14,545
AVALARA INC COM 05338G106 5,000 28,607 SH   SOLE   18,149 0 10,458
BEAM THERAPEUTICS INC COM 07373V105 3,862 44,390 SH   SOLE   25,321 0 19,069
BUMBLE INC COM CL A 12047B105 4,907 98,174 SH   SOLE   60,546 0 37,628
CONFLUENT INC CLASS A COM 20717M103 6,353 106,505 SH   SOLE   63,954 0 42,551
COUPA SOFTWARE INC COM 22266L106 5,319 24,266 SH   SOLE   14,833 0 9,433
DERMTECH INC COM 24984K105 2,871 89,418 SH   SOLE   57,740 0 31,678
DEXCOM INC COM 252131107 3,429 6,270 SH   SOLE   2,204 0 4,066
DICERNA PHARMACEUTICALS INC COM 253031108 1,873 92,898 SH   SOLE   84,350 0 8,548
DIGITALOCEAN HLDGS INC COM 25402D102 6,082 78,345 SH   SOLE   46,267 0 32,078
DOCUSIGN INC COM 256163106 3,319 12,893 SH   SOLE   5,057 0 7,836
DRAFTKINGS INC COM CL A 26142R104 8,075 167,668 SH   SOLE   98,194 0 69,474
ELASTIC N V ORD SHS N14506104 7,436 49,907 SH   SOLE   28,356 0 21,551
ETSY INC COM 29786A106 6,457 31,049 SH   SOLE   19,546 0 11,503
FACEBOOK INC CL A 30303M102 232 685 SH   SOLE   0 0 685
FARFETCH LTD ORD SH CL A 30744W107 4,139 110,427 SH   SOLE   65,767 0 44,660
HUBSPOT INC COM 443573100 16,367 24,208 SH   SOLE   12,709 0 11,499
MERCADOLIBRE INC COM 58733R102 469 279 SH   SOLE   0 0 279
MONGODB INC CL A 60937P106 5,316 11,275 SH   SOLE   7,236 0 4,039
NCINO INC COM 63947U107 9,514 133,945 SH   SOLE   80,404 0 53,541
NETFLIX INC COM 64110L106 6,926 11,347 SH   SOLE   4,174 0 7,173
NYXOAH S A SHS B6S7WD106 1,126 38,490 SH   SOLE   36,700 0 1,790
PAGSEGURO DIGITAL LTD COM CL A G68707101 214 4,132 SH   SOLE   0 0 4,132
PAYPAL HLDGS INC COM 70450Y103 3,630 13,950 SH   SOLE   5,346 0 8,604
PELOTON INTERACTIVE INC CL A COM 70614W100 9,352 107,437 SH   SOLE   58,470 0 48,967
PINTEREST INC CL A 72352L106 9,391 184,320 SH   SOLE   107,244 0 77,076
REVANCE THERAPEUTICS INC COM 761330109 4,658 167,191 SH   SOLE   103,155 0 64,036
ROKU INC COM CL A 77543R102 6,997 22,331 SH   SOLE   12,748 0 9,583
SALESFORCE COM INC COM 79466L302 320 1,180 SH   SOLE   0 0 1,180
SAREPTA THERAPEUTICS INC COM 803607100 8,065 87,213 SH   SOLE   49,362 0 37,851
SEA LTD SPONSORD ADS 81141R100 9,834 30,854 SH   SOLE   10,671 0 20,183
SERVICENOW INC COM 81762P102 7,826 12,577 SH   SOLE   4,466 0 8,111
SNAP INC CL A 83304A106 3,486 47,195 SH   SOLE   19,248 0 27,947
SPOTIFY TECHNOLOGY S A SHS L8681T102 261 1,158 SH   SOLE   0 0 1,158
SQUARE INC CL A 852234103 3,920 16,343 SH   SOLE   6,494 0 9,849
THE TRADE DESK INC COM CL A 88339J105 334 4,750 SH   SOLE   0 0 4,750
TWILIO INC CL A 90138F102 7,219 22,626 SH   SOLE   13,345 0 9,281
UNITY SOFTWARE INC COM 91332U101 2,281 18,064 SH   SOLE   7,296 0 10,768
VISA INC COM CL A 92826C839 343 1,540 SH   SOLE   0 0 1,540
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2,807 10,734 SH   SOLE   4,108 0 6,626
ZSCALER INC COM 98980G102 14,839 56,589 SH   SOLE   29,434 0 27,155